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Retirement & Aged Care – Advising Your Clients

Published on 27 Nov 2019 | Took place at QV1 Conference Centre, Perth, WA

With increasing life expectancies and an aging population most advisors will need to assist their clients or family members in navigating the aged care system. The rules around it can be complex and confusing. Do you know how the system works well enough to confidently advise clients? This event assisted all tax practitioners in understanding the aged care system and how to better prepare clients.

Get a 20% discount when you buy all the items from this event.

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Individual sessions

Preparing for aged care: The future ahead

Author(s):  Louise BITI

This paper covers:

  • the shifting landscape of financial advice
  • developing competitive advice services
  • phases of health in retirement
  • the reality of retirement
  • what does aged care cost?
  • starting the conversation
  • the consequences of ignoring frailty
  • revisiting portfolio construction and retirement risk.
Materials from this session:

Financial aspects when moving into aged care

Author(s):  Louise BITI

This paper covers:

  • the cost of residential care (post 1 July 2014)
  • the accommodation payment
  • means-tested amount (MTA)
  • means-tested care fee (MTF).
Materials from this session:

A man's home is his castle

Author(s):  Scott McAlees

This paper covers:

  • retirement villages
  • downsizer contribution
  • granny flat arrangement
  • the home and aged care.
Materials from this session:

Everything you need to think about to get prepared for retirement

Author(s):  Peter Nevin

This paper covers:

  • when should you start getting prepared? 
  • wills
  • elder abuse.
Materials from this session: